Finance Resource Generalist

Duties/Tasks and Responsibilities

• Specific duties/tasks may vary depending on the Sponsor office of assignment.
• Common functions include responsibility to:
• Perform a wide range of routine to moderately complex financial activities and analysis to support management, staff, and customers in the office of assignment.
• Prepare accountings for certification in support of Sponsor services.
• Monitor funding streams for the incoming/outgoing money related to Sponsor services.
• Reconcile general ledger accounts, bank accounts, Sponsor financial systems and sub-systems, and/or financial statements and take corrective action as needed. This includes activities involving credit cards, invoices, travel accountings, PCS/TDY accountings, tax returns, funding documents, debt collection, etc.
• Review and analyze various routine to moderately complex General Ledger accounts and update information to ensure accuracy.
• Under Sponsor direction, establish commitments and obligations and periodically revalidate them within established guidelines and procedures being careful to remove funds on commitments and/or obligations that are deemed no longer necessary
• Originate financial data and post in to Sponsor unique databases and systems. Review to ensure data integrity is maintained.
• Adhere to federal government requirements and Sponsor standards of financial record keeping
• Process travel and miscellaneous reimbursements in a timely manner.
• Provide general, financial, and technical guidance to customers regarding entitlements, accounting requirements, established finance policies on routine to moderately complex financial matters/issues such as OGA and vendor payments, accounting preparation, General Ledgers, documentation of expenditures based on interpretation and application of OGFM policies, unique Sponsor authorities, and office policies.
• Provide technical and financial guidance to managers, junior analysts, and team members in area of assignment on routine to moderately complex financial matters such as approving procedures, accounting/financial procedures, and maintenance of data integrity across multiple systems.
• Clear accounting suspensions and refer complex accounting issues to more senior officers providing customer service and technical assistance to Agency and/or non-Agency customers.
• Monitor daily electronic communication from various systems and databases and respond to various routine queries from customers; refer more complex queries to more senior officers for resolution.
• Research finance regulations and data within financial systems to resolve standard financial problems and issues
• Serve as the first level of review for resolution of policy interpretation issues involving customers
• Assist managers within area of assignment in developing specific financial policies and/or procedures
• Provide functional expertise to system development activities; create ad hoc system reports and conduct functional testing of business systems
• Act as liaison between system developers and users in order to address routine problems and reconcile issues
• Provide customer support for use of financial systems by resolving user issues and communicating information regarding system changes and updates.
• Assist in developing and providing systems training tutorials or group sessions and respond to ad hoc user queries
• Analyze and test systems that interface with the accounting systems to ensure the integrity of accounting and financial data
• Perform other duties as assigned

• Knowledge of Generally Accepted Accounting Principles (GAAP).
• Ability to obtain and apply basic knowledge of Sponsor and finance regulations, policies, and unique authorities.
• Ability to obtain and apply basic knowledge of OGFM procedures and policies specific to the area of assignment.
• Ability to obtain and apply basic knowledge of Sponsor’s automated financial and acquisitions systems.
• Basic knowledge of quality assurance procedures to ensure the integrity of data recorded into the Sponsor’s financial system.
• Oral and written communication skills sufficient to compose and deliver responses to customers’ routine questions in a clear and concise manner.
• Ability to interact with customers effectively in resolving routine problems.
• Ability to adapt to changing work requirements and priorities.

• Minimum Experience:
  
  Minimum two (2) years professional experience performing financial records processing and financial records management.
• Minimum Education:
  
  An Associate’s Degree in finance, business administration, or closely related field.